Power BI / Microsoft Fabric

How to connect PowerBI / Microsoft Fabric and build a beautiful reports on data in your RevOS DWH

Prerequisites

  • PowerBI / Microsoft Fabric Workspace (optional, if you want to publish and share your reports

Setup guide

Activate a PowerBI integration in RevOS

Select Integrations and click on Enable on PowerBI / Fabric in the RevOS as a source list:

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There you will get a necessary credentials information that you’ll need for the next step.

Connect PowerBI Desktop to RevOS

In PowerBI click on Get Data

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and select Database β†’ Big Query

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Then click > Advanced options

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and disable use of Use Storage Api by entering false in the field below, then click OK

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On the next screen please select Service Account Login and use provided Service account email and Service account JSON file content content from the RevOS

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Now you can browse and select tables that are required for your report

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(Optional) Connect PowerBI Service Workspace to RevOS

After you uploaded your report from PowerBI Desktop to your PowerBI Service Workspace select settings of the Semantic Model associated with the report:

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Expand the Data source credentials and click on Edit credentials

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In Authentication method select Basic

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And use Service Account e-mail as a Username (1) and Service account JSON key as Password (2)

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Now you can trigger a manual refresh or schedule an automatic refresh of semantic model for your report to always have a fresh data to support your data-driven decisions.

Frequently Asked Questions

I’m getting a Unable to authenticate with Google BigQuery Storage API error

If you see following error:

OLE DB or ODBC error: [DataSource.Error] ERROR [HY000] [Microsoft][BigQuery] (131) Unable to authenticate with Google BigQuery Storage API.
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reason for that is that PowerBI connector configured to use optional Storage API, however it can be disabled by setting an advanced connector configuration Use Storage Api to false or modify the M code that fetches tables from = GoogleBigQuery.Database() to = GoogleBigQuery.Database([UseStorageApi=true])

Will connectivity work for both Desktop and Service versions of PowerBI?

Yes, connector works for both Desktop version of PowerBI as well as PowerBI / Fabric service where you would be able to do automatic data refreshes and use all benefits of scalable BI service offering of Microsoft. See here for more information.

Is my data secure when transferred between PowerBI and RevOS?

Yes, the connectivity you use to fetch data uses a connector build and certified by Microsoft that uses encrypted channels using state of the art and constantly updated encryption mechanisms.

How can I configure the data refresh frequency in Power BI for HubSpot data?

Your data in RevOS is updated at least every 24 hours (or more frequent, according to your configuration and pricing plan). If you use β€˜Direct Query’ to load data into the PowerBI report your report will always show the latest state of RevOS data, if you use β€˜Import’ for pulling data in to the report you can configure refresh frequency on the PowerBI service.

What HubSpot data entities are supported in the Power BI integration?

See full list of entities in the documentation about the individual connectors, e.g.

Can I customize the HubSpot data before importing it into Power BI?

Depends on the data, if you import results of your scoring models they can be edited in RevOS. Data that is synced from other systems is exposed as-is to PowerBI. You can however use PowerQuery or DAX to modify the data during and/or after import to PowerBI.

How do I resolve connection errors during setup?

Connection errors can arise due to several issues, such as incorrect API key permissions or firewall settings blocking data transfer. Ensure that your Service Account E-Mail and JSON Keys are correctly configured and you can access RevOS platform. If issues persist, reach out to support at revos.ai and we will help you.

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Last updated on September 12, 2024